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INSIGHT PROVIDER
Rising
Scott Foster
Senior Technology Analyst, Japanese Equities
•
LightStream Research
Location:
Japan
Joined:
12 January 2017
354
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117.2k
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177
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Japan
•
Information Technology
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
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Recent
bullish
•
Mitsubishi Heavy Industries
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27 Aug 2024 14:47
MHI (7011 JP): Election Unlikely to Affect Defense Budget
At 28x earnings, MHI is not speculative, but neither is it cheap. We expect it to test recent highs in the run-up to the LDP party presidential...
Scott Foster
190 Views
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bullish
•
SCREEN Holdings
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16 Aug 2024 10:04
Screen Holdings (7735 JP): Still a Buy for the Bounce
A strong 2Q, yen weakness and reasonable valuation point to short-term upside of 15%-plus. But as sales and profits level off in 2H, Intel's capex...
Scott Foster
336 Views
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bullish
•
IHI Corp
•
10 Aug 2024 13:43
IHI (7013 JP): Buy Back in for Post-Crash Recovery
IHI hit our ¥6,000 price target in July and should hit it again now that the volatile response to the BOJ rate hike is behind us. 1Q results...
Scott Foster
318 Views
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bullish
•
Nidec Corp
•
27 Jul 2024 12:41
Nidec (6594 JP): Buy into Current Decline
Selling at the bottom of its 10-year valuation range. Management has raised guidance after lackluster 1Q results. If further restructuring can be...
Scott Foster
386 Views
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bearish
•
Thematic (Sector/Industry)
•
22 Jul 2024 08:09
Semiconductor Equipment Stocks: A Bounce Before the Reckoning
Reports of tighter US sanctions and Trump's comments about Taiwan have broken the momentum of SPE stocks. A bounce seems likely, but a scenario of...
Scott Foster
231 Views
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